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To change the posting date a fter finished with m onth end, go to Supervisor Menu / Set Up Options and select Change Posting Date . Change the date on all Divisions to the last day of the month just completed. This will stop any postin...
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If the Department Summary and Analysis do not match: Check the void journals to ensure items were voided with the correct date. Check the sales and payment journals to see if the journal date and history items are within the same month. Compare ...
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The A/R Deposit report, found at Main Menu / Posting Menu / AR Deposit Export , provides the ability to view journals by date. The report can be exported to Excel Department totals are displayed by customer Division. The report is especially us...
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Find the ending meter reading the last time the truck was used. Do this by going into the Bulk Truck Delivery posting and locate entries for the truck instead of the driver. Note: It is also possible to verify the totalizer beginning and endin...
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The Bulk Truck Delivery reports are important because they provide accurate data to generate reliable Management reports and they help ensure all gallons are billed properly. Reviewing the Bulk Truck table and reports should be done ev ery day as ...
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Review all journals to be sure they are in balance. Front screen should match the history and bucket totals. Trip report should match the journal. ...
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Update many monitor thresholds at once by running the Update Monitor Threshold utility located at Supervisor Menu / Processes / Utility Menu / Update Monitor Thresholds . When the button is selected a warning that the utility will update all monit...
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Enter Work Order on Existing Customer From the Master Menu , select Work Orders or, on any window, press CTRL+S . From the Work Order Menu , choose Work Order Entry . On the Work Order Entry window, press CTRL+C . On the Select - Cu...
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Fill out the form with the required information to gain access to the NMI Gateway. Merchant Gateway Onboarding ...
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Create Merchant Gateway Users Click Settings in the Utilities section of the Main Menu Click User Accounts in the General Options section Click Add A New User Note: There is a key to identify the Permissions and Notifications by t...